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Deep & Emerging Tech·August 14, 2026·1 min read

SMIC co-CEO Zhao Haijun says the company raised prices following negotiations with customers in Q1, and that it will charge more for wafers processed in Q3

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SMIC hiking wafer prices on the back of strong AI demand is another data point that silicon — not just GPUs, but foundry capacity — is a tightening bottleneck. If your roadmap depends on new ASICs or custom silicon, lock in capacity and pricing early or risk margin compression when your chips finally land.